14th Annual Conference

 

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Schedule of Events

Sunday, November 6, 2011

9:30 - 11:30a.m.        Advisory Board Meeting
12:00 - 5:00p.m.        Golf Tournament
3:00 - 5:00p.m.          Registration & Check In

 

Monday, November 7, 2011

7:30 - 8:30a.m.         Registration & Breakfast
8:30 - 9:30a.m.         Economic Update
9:30 - 10:15a.m.       M&A Marketplace Projections
10:15 - 10:30a.m.     Break
10:30 - 11:30a.m.     M&A Strategies
11:30 - 1:00p.m.       Lunch
1:00 - 1:45p.m          Legislative Update
1:45 - 3:15p.m.         Regulatory Panel
3:15 - 3:30p.m.         Break
3:30 - 4:45p.m.         Tax and Accounting Update
5:00 - 6:30p.m.         Reception
6:30 - 8:30p.m.         Dinner

 

Tuesday, November 8, 2011

7:30 - 8:30a.m.         Breakfast
8:30 - 9:15a.m.         Breakout Sessions
9:30 - 11:30a.m.       Investment Strategies Panel
11:30a.m.                  Adjournment

 

Session Descriptions

Economic Update - Community banks face significant challenges in the current environment.  Short-term interest rates appear stuck at record lows and general market conditions are increasingly volatile.  Meanwhile, steady deposit growth combined with weak loan demand has increased the importance of the bond portfolio to overall profitability.  This presentation will focus on how bankers can manage balance sheets for optimal performance with specific emphasis on investments. 

Legislative Update - For the past year, community banks have closely monitored the legislative fallout of the Dodd-Frank Act.  Now, many are wondering what comes next.  In this session, we’ll take a look at upcoming legislative challenges and proactive initiatives that will impact community banking in general and S corporation banks in particular.

M&A Marketplace Projections - While the United States economy has sputtered along over the past year, the M&A Marketplace has begun to show signs of movement.  This session will take a look at what you can expect in terms of M&A activity in the coming year. 

M&A Strategies - Are you prepared to consider your M&A options?  For owners of S corporation financial institutions, M&A transactions come with their unique considerations.  A panel of experts will shed light on what you need to know before you consider buying or selling.

Regulatory Panel - Representatives from the OCC, the FDIC and the Federal Reserve Bank will be on hand to discuss their outlook for the regulatory environment, as well as to answer your questions. 

Tax & Accounting Update - This session will provide a comprehensive review of relevant tax and accounting developments over the past year, including a discussion of issues IRS agents have raised with financial institutions. 

Investment Strategies Panel - Is your bank’s investment portfolio best positioned for stability and growth in the continuing uncertainty of the US economy?  This panel will feature both banker and investment professional perspectives in helping your best asset liability management strategy.

Hotel Information

Step into a world where luxury and gracious hospitality meet.  True to its rich history as the Rogers-Wiseman family ranch, the resort has blended downhome comforts with upscale luxury.  The resort is as enjoyable for new guests as it was for those who stayed on the ranch generations ago.  Delight in the charm of this resort, including the regional architecture and native limestone elements of the Texas Hill Country, as you immerse yourself in all the amenities and activities the Hyatt has to offer.  Take advantage of 27 holes of Arthur Hills designed championship golf, world-class Windflower spa and fouracre water playground.  Or, venture just minutes from the hotel to tour the Alamo, SeaWorld San Antonio and other famed local attractions.

Hyatt Hill Country’s prime location, extensive dining options, versatile event space and unmatched service make this the unsurpassed choice among San Antonio, Texas resorts